+791.9%
CDE vs XHB
+23.1%
+768.8%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.6% | -0.4% | -0.2% |
| 7D | -3.1% | -4.6% | +1.5% | +0.8% |
| 30D | +9.5% | -9.1% | +18.6% | +18.7% |
| 3M | +25.5% | -8.6% | +34.0% | +35.0% |
| 6M | -7.9% | -4.0% | -3.9% | -4.5% |
| YTD | +15.6% | -3.9% | +19.5% | +19.9% |
| 1Y | +34.0% | -16.5% | +50.5% | +54.7% |
| 3Y | +791.9% | +22.6% | +769.3% | +587.3% |
| All | +791.9% | +23.1% | +768.8% | +587.3% |
Cumulative growth
Daily Returns
Daily percentage return beside XHB.
Daily Out/Under-Performance
Portfolio return minus XHB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XHB return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded XHB wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling